Viewing pricing summary

Sale Quotation - An Overview

Unified Glossary

Basics of using a typical web page

Using Online Help

This section gives you a consolidated view of all the pricing given for the quotation.

The “Pricing Summary” tab page appears

View Option

Use the drop-down list box to specify the level at which you wish to view the pricing summary details. The system lists the following options:

  • Order Level Pricing Summary - Select this option if you wish to view the pricing summary at a customer order level.

  •  WO Level Pricing Summary - Select this option if you wish to view the pricing summary at a work order level.

The system displays the following fields in the “Quote Pricing Summary” multiline:

Pricing Elements

The pricing element for the object which could be the following:

  •  Part Price - Indicates the price charged on the part.

  •  Exchange Fee - Indicates the fee to be charged for exchange of parts.

  •  Handling Fee - Indicates the fee to be charged for maintenance and service of customer–owned parts.

  • Buy Back - Indicates the price to be paid to the customer for the parts bought back from them.

Last Approved Quote

The value in all the pricing elements of the last approved quote by the customer

Revisions

The difference in the value between the last and the current revisions made in the quotation.

Current quote

The current revision of the quote.

To proceed, carry out the following: